Business Analyst Resume Profile


BA/PM professional with over ten years of business analysis, project management and staff management experience. Strong business analysis, business intelligence, management, communication and accounting skills proven to achieve progressive results. Project management skills obtained to achieve initiatives, goals and deliverables.

Data Analytical Research

Business Analysis and Reporting, Financial Analysis and Modeling, X12 837 Claim Analysis, Gap/Crosswalk Analysis, UAT Testing, Exception Resolution,

Process Improvement

Training, Database Migration/Upgrades, Innovation of Check and Mobile Scan Reconciliation, Community of Practice, Policy and Procedure Documentation

Project Management/ Leadership

Project Planning, Business and System Requirement Analysis, Business Design, Waterfall/Agile Methodologies, Staff Management, Risk Reduction, Decision Support, Commission Pricing Implementation


Business Operations

Microsoft Office 2003-2010, MS Access 2010, MS Project 2010, Rational IBM Clear Quest, IBM Cognos, SharePoint, Adobe,Visio, SQL, Oracle SQL Developer, Oracle 11/11i, Two Four Systems, Sierra, Check Free Frontier, Generic Rules Engine GRE , RUMBA, Hyperion Reporting, Image Cash Letter ICL

Data/Bank Reconciliation, Status Reporting, A/R Fund Billing/Collections, Customer Service, G/L entry, Commission Pricing, Dispute Resolution, Audit Preparation



Senior Business Analyst Contractor EHS Data Warehouse

  • Business Analyst for a health care state agency data warehouse team. Participated in project planning for a health care initiative that would provide data integration of health care claims into the data warehouse from Medicaid-Medicare Plans MMP and Centers for Medicare and Medicaid Services CMS .
  • Participated with stakeholders to evaluate planning, scope, requirement gathering and design for the intake of health care claims to the data warehouse. Utilized MS Project
  • Facilitated/Coordinated technical meetings between internal and external stakeholders to discuss project requirements and track issues. Strategize the data flow from the data warehouse perspective for health care claim data exchange between Medicare Medicaid Plans, CMS and MassHealth.
  • Collaborated with X12 EDI 837 claim subject matter experts along with the project management team to perform gap and crosswalk analysis between 837 Professional/Institutional claim and proprietary encounter claim formats.
  • Researched and analyzed implementation and companion guides for X12 EDI 837 claim transaction sets between government and state agencies for use case analysis. Designed data process flows from Medicare-Medicaid Plans, CMS and EHS data warehouse.
  • Worked with software developers and IT project management team in the creation of a prototype to intake nonstandard 837 health care claims. Provided analysis on nonstandard 837 claim test files. Utilized MS Access and MS Project
  • Created CQ requests to analyze and track the workflow for data warehouse IT tasks, system defects and analytical requests from business reporting groups. Utilized Rational IBM Clear Quest, IBM Cognos and SQL Developer.
  • Analyzed with business users and software developers to improve OLAP functions on cube, dimension/level and measures for health care reporting. Utilized IBM Cognos
  • Coordinated with IT management, business users, Cognos software developers and a technical writer to provide IBM Cognos training sessions for health care business users.
  • Worked with IT management to document data warehouse process improvements to be presented to the Community of Practice work group. Utilized Clear Quest and PowerPoint.


Finance Business Analyst - Reconciliation Manager

  • Managed five resources reconciling daily book-to-bank transactions of deposits, trade settlements, check redemptions, funding wires and foreign trades for 170 branch locations. Utilized Image Cash Letter ICL , Automated Data Systems ADS , Check Free Frontier. Oversaw control data reports for seven million monthly transactions.
  • Reviewed weekly/monthly G/L account reconciliation reports and reported risk status items to management. Signed-off of daily G/L account proof sheets for accuracy. Prepared audit information for monthly/year-end internal and external audits. Financial modeling utilized to design an internal scorecard of transaction data.
  • Provided dispute resolution support for escalated transactions between book/bank accounts covering fraudulent, foreign checks and deposit discrepancies. Analyzed/resolved discrepancies for ICL, mainframe and ADS files.
  • Served as project manager of reconciliation for foreign exchange trading to upgrade systems. Documented requirements, performed user acceptance testing UAT and tracked exception/resolution. Agile/Waterfall methodologies collaborated. Utilized Two Four systems and SharePoint.
  • Supported operating system upgrades for Check Free Frontier, foreign exchange trading Two Four Systems, Sierra , and ICL bank products. Provided business requirements specifications and use cases for upgrades.
  • Hired resources, set company-wide goals, conducted employee reviews/merit increases and approved timesheets. Established and maintained department policies and procedure manuals.


  • Managed four resources supporting A/R mutual fund company non-transaction fees, Fortune 500 stock plan services, 12b-1 commission fee payout processes, annuity commissions, and networking mutual fund fees.
  • Supervised accountants in the process of Non-Transaction Fee billing of 22M in monthly receivables. Oversaw report distribution for SEC reporting of A/R using Oracle11/Oracle 11i.
  • Managed quarterly A/R and report distribution of 10M in fees for networking fees for mutual funds, using Billing Solutions MS Access/SQL web database. Oversaw quarterly A/R process and reporting of aging schedules and collections. Oversaw daily transmission reporting of 12b-1 and annuity payments.
  • Led reporting of commission recreation schedules and enhancement of customer service to client service managers, using metric calculation rules database functions. Utilized Generic Rules Engine GRE .
  • Served as project manager for a competitive commission fee pricing initiative. Worked with cross-functional teams of business and system professionals to provide requirements, data analysis and UAT testing for a standard pricing commission fee change. Utilized GRE, MS Access.
  • Implemented new system enhancements with internal software developers/systems groups.
  • Designed and implemented finance models of A/R collections results and monthly reconciliation reports on all A/R for reporting distributed to the SEC. Utilized Oracle 11/Oracle 11i and MS PowerPoint and Excel.
  • Hired resources, set company-wide goals, conducted employee reviews/merit increases and approved timesheets. Established and maintained department policies and procedure manuals.


  • Implemented data into a new billing structure for stock plan services of Fortune 500 companies. Processed A/R and collections. Provided monthly A/R reconciliation and balancing to SEC accounting team using SQL server /web database. Provided collection results for aging items.
  • Provided customer service to account reps for retail investment commissions. Created new commission schedules with implementation of a 24-hour turnaround time, using GRE.
  • Provided monthly 12b-1 rep fee reconciliation. Analyzed and resolved exception items of daily transmissions.


  • Reconciled 40 book-to-bank deposit accounts daily, resolved open risk items using Check Free Recon.
  • Maintained reporting for reconciliation items using MS Access. Supported weekly balance reconciliation for the reconciliation groups using Check Fee Recon admin schedulers. Created process and procedure manuals.

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